Purchases and Sales Made in Q3 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-602- 22.27% |
$31.5K - $38K
|
2.1K
$151K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-613- 6.63% |
$32.1K - $38.7K
|
8.63K
$620K
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-616- 6.66% |
$32.2K - $38.9K
|
8.64K
$621K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-624- 0.63% |
$32.6K - $39.4K
|
98.8K
$7.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-625- 8.19% |
$32.7K - $39.4K
|
7K
$503K
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-634- 14.06% |
$33.2K - $40K
|
3.87K
$279K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-660- 0.42% |
$34.5K - $41.6K
|
157K
$11.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-661- 61.15% |
$34.6K - $41.7K
|
420
$30.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-670- 4.46% |
$35.1K - $42.3K
|
14.4K
$1.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-671- 4.99% |
$35.1K - $42.3K
|
12.8K
$920K
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-682- 7.73% |
$35.7K - $43K
|
8.15K
$586K
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-683- 9.07% |
$35.7K - $43.1K
|
6.85K
$492K
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-695- 0.41% |
$36.4K - $43.9K
|
167K
$12M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-705- 16.64% |
$36.9K - $44.5K
|
3.53K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-713- 0.36% |
$37.3K - $45K
|
196K
$14.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-737- 0.18% |
$38.6K - $46.5K
|
399K
$28.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-745- 4.51% |
$39K - $47K
|
15.8K
$1.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-748- 10.46% |
$39.1K - $47.2K
|
6.4K
$460K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-748- 10.46% |
$39.1K - $47.2K
|
6.4K
$460K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-775- 8.29% |
$40.5K - $48.9K
|
8.57K
$616K
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-799- 3.62% |
$41.8K - $50.4K
|
21.2K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-800- 0.2% |
$41.9K - $50.5K
|
390K
$28M
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-804- 2.41% |
$42.1K - $50.7K
|
32.6K
$2.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-807- 19.11% |
$42.2K - $50.9K
|
3.42K
$246K
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-812- 8.7% |
$42.5K - $51.2K
|
8.52K
$613K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-816- 12.69% |
$42.7K - $51.5K
|
5.61K
$404K
|
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-818- 44.5% |
$42.8K - $51.6K
|
1.02K
$73.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-822- 9.54% |
$43K - $51.9K
|
7.8K
$560K
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-844- 2.86% |
$44.2K - $53.3K
|
28.6K
$2.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-854- 4.82% |
$44.7K - $53.9K
|
16.9K
$1.21M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-876- 4.81% |
$45.8K - $55.3K
|
17.3K
$1.25M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-916- 1.98% |
$47.9K - $57.8K
|
45.4K
$3.27M
|
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-918- 0.21% |
$48K - $57.9K
|
439K
$31.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-930- 10.01% |
$48.7K - $58.7K
|
8.36K
$601K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-932- 2.67% |
$48.8K - $58.8K
|
34K
$2.45M
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-933- 2.53% |
$48.8K - $58.9K
|
36K
$2.59M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-936- 1.06% |
$49K - $59.1K
|
87.8K
$6.31M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-942- 6.55% |
$49.3K - $59.4K
|
13.4K
$967K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-949- 22.09% |
$49.7K - $59.9K
|
3.35K
$241K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-965- 2.72% |
$50.5K - $60.9K
|
34.6K
$2.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-966- 13.66% |
$50.5K - $61K
|
6.11K
$439K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
SELL
|
- |
-972- 22.26% |
$50.9K - $61.3K
|
3.39K
$244K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-988- 4.72% |
$51.7K - $62.3K
|
20K
$1.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-995- 0.59% |
$52.1K - $62.8K
|
167K
$12M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1K- 7.08% |
$52.4K - $63.2K
|
13.1K
$945K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.02K- 16.03% |
$53.4K - $64.4K
|
5.34K
$384K
|
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-1.06K- 2.04% |
$55.7K - $67.1K
|
51.2K
$3.68M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.07K- 3.75% |
$55.9K - $67.5K
|
27.4K
$1.97M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.07K- 12.06% |
$56K - $67.6K
|
7.81K
$561K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.09K- 12.17% |
$56.8K - $68.5K
|
7.84K
$563K
|